Meet Kevin
As the founder of North State Wealth Management, Kevin combines his extensive industry knowledge with a genuine passion for helping clients achieve their financial objectives.
Kevin holds the distinguished designation of Registered Social Security Analyst (RSSA®), enabling him to provide specialized guidance on Social Security benefits—a critical component of retirement planning that many advisors overlook. This expertise allows North State Wealth Management to develop truly personalized retirement strategies for our clients.
A long-time resident of the Redding area for over 25 years, Kevin has deep roots in the community. He attended Foothill High School and Shasta College before graduating from CSU Chico with a business degree in 2011. His diverse professional background across various industries has given him valuable insight into his clients’ backgrounds, ambitions, and goals.
Throughout his career, Kevin has maintained a client-centered approach, focusing on building lasting relationships founded on trust and transparency. He is committed to understanding each client’s unique financial situation, goals, and concerns before developing personalized strategies that align with their vision for the future.
Kevin’s professional commitment extends beyond individual client service. He is dedicated to financial education and empowering clients with the knowledge needed to make informed decisions about their financial futures.
On a personal note, Kevin and his wife have been married for 13 years and are currently raising three rambunctious, amazing kids. He has a true passion for helping families manage their financial journeys no matter what stage of life they are in. Kevin firmly believes Redding is the best place to live in California and is dedicated to seeing the community he shares with his clients thrive.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 22,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. *No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2024); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
The representatives of North State Wealth Management are registered representatives with, and securities are offered through LPL Financial, Member FINRA/SIPC.. Investment advice offered through Rubicon Advisors, a registered investment advisor. North State Wealth Management and Rubicon Advisors are separate entities from LPL Financial.
The LPL Financial representative(s) associtated with this website may only conduct business with residents of states in which they are properly registered or licensed. No offers may be made or accepted from any other state.
North State Wealth Management and LPL financial are seperate entities and are not affiliated. Check the background of investment professionals assiciate on this site on FINRA’s BrokerCheck.
Contact Us
We’d love to hear from you. Reach out to schedule a consultation or learn more about our services.
1260 E. Cypress Ave, STE. A
Redding, CA 96002
(530) 319-3519
Monday–Friday: 9am to 5pm (or by appointment)
Serving clients in Shasta County, Tehama, Trinity, and throughout the United States virtually.